My Background and Experience:
My name is Mike Nawrot, and I am a CERTIFIED FINANCIAL PLANNER (tm) professional. I worked for nearly 20 years in the banking and investments industry, including 15 of those with a bank trust department. In that position, I primarily helped individuals, families, ongoing personal trusts and small non-profits with financial planning, investment selection, portfolio design and ongoing management, and guidance regarding IRAs and qualified plans. Now I am an investment advisor representative for Garrett Investment Advisors, a fee-only SEC Registered Investment Advisor. I look forward to helping people of all income and asset levels grow their financial gardens!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
My Loyalty is to You: |
I am a financial planner and investment advisor representative of Garrett Investment Advisors, an independent firm. We work with clients on a fiduciary basis. That means that my sole loyalty is to you, my client, and not to a brokerage firm or mutual fund company. I work with clients on a fee-only basis, meaning I do not sell financial products or accept commissions of any kind.
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Why Garden Financial Planning?: |
The name Garden Financial Planning is designed to convey certain qualities that are pertinent to the growth and abundance of both a natural garden and a financial portfolio. Just as a garden can flourish with a good soil foundation, diversification of plants, and occasional pruning, so can a financial portfolio with a sound underlying plan, appropriate allocation of assets, and periodic rebalancing among assets. Add in regular contributions of liquidity (water for the garden, cash for the portfolio) and the patience to bear bad weather (occasional unfriendly markets) and you have a recipe for a healthy garden and a bountiful financial life!
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